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Digital transformation for wealth management

 digitalisation and technology enabled change
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Event: Digital Transformation Accelerated

Supported by Solitaire Consulting, MBS are hosting Laserfiche workshops in the Channel Islands where you’ll see how this Document and Business Process Management platform can accelerate your organisation’s Digital Transformation through:

  • streamlining of laborious processes using Workflow and Forms;
  • simple yet powerful integration using the Laserfiche Connector; and
  • closing the digital loop by incorporating Digital Signatures powered by market leader, DocuSign .

We’ll take a closer look at fantastic new features introduced in versions 10 and 10.1, and preview upcoming features in version 11 with the Laserfiche Roadmap.

Immediately before the mid-morning break, Paul Every, founder of Solitaire Consulting, will provide valuable lessons on how to approach a process improvement project and get the best out of working with your technology partners.

At the end of the workshop there will also be an optional, additional session for drop-in, hands-on discussions where we’ll be able to look at your specific requirements and questions.

Come and meet with existing Laserfiche users as well as other like minded organisations who are also looking to simplify their business processes. Light breakfast and lunch will be provided.

The Guernsey event takes place on Tuesday 18th October at the Old Government House Hotel

[button link=”https://www.eventbrite.co.uk/e/mbs-laserfiche-workshop-guernsey-digital-transformation-accelerated-tickets-27538985848/” style=”small”]Register for Guernsey Workshop [/button]

The Jersey event takes place on Wednesday 19th October at the Radisson Blu Waterfront Hotel

[button link=”https://www.eventbrite.co.uk/e/mbs-laserfiche-workshop-jersey-digital-transformation-accelerated-tickets-27539422153/” style=”small”]Register for Jersey Workshop [/button]

Both workshops will follow the same format.  You are welcome to stay for the whole event, or just for the morning sessions.

  • 8:30      Registration and Light Breakfast
  • 9:00      Sessions begin (with break)
  • 12:00    Lunch
  • 12:45    Drop-in Sessions (optional)
  • 14:00    Close

If are unable to make the workshops but you would like more information on the Laserfiche product suite then please contact us.

To register click one of the buttons below:

[button link=”https://www.eventbrite.co.uk/e/mbs-laserfiche-workshop-guernsey-digital-transformation-accelerated-tickets-27538985848/” style=”large”]Guernsey Workshop [/button] [button link=”https://www.eventbrite.co.uk/e/mbs-laserfiche-workshop-jersey-digital-transformation-accelerated-tickets-27539422153/” style=”large”]Jersey Workshop [/button]

Related posts:

laserfiche and mbs adEVENT: Digital Transformation – a practical guide 3 Ways to Accelerate Your Digital Transformation laserfiche and mbs adA Practical Guide to Digital Transformation in Wealth Management connectionsWhere are you on your Digital Transformation journey?

About Paul Every

I specialise in 'technology enabled change'; helping clients in offshore financial services and related sectors, obtain greater value from their investments in technology.

My clients choose to work with me because I am a pragmatist; I recommend and deliver solutions that can be easily implemented. You also get what you see - I will define what you need and it will be me who is on site helping you deliver your change.

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